Annual Planning
Are you running your business or is your business running you? Don’t miss the chance to start 2025 off strong with an annual planning session.
Why Schedule an Annual Planning Session?
Strategic Vision: Align your team with a clear, actionable plan for 2025.
Goal Setting: Establish and track key priorities to drive your business forward.
Financial Focus: Set precise targets and budgeting priorities to achieve your financial goals.
Accountability: Ensure every team member understands their role in the journey to success.
Why Schedule with Peer Executive Groups?
We bring extensive experience in rental and a proven track record with EOS. As EOS users ourselves, we understand the importance of conducting an effective annual plan. Our expertise ensures that every session is conducted with confidence and ease.
Our experienced in-house consultants are Dan Crowley, Charlie Petersen, Patrick Tunnicliffe, Terry Hagy, and Phil Moreira.
What Does an Annual Planning Session Look Like?
Check-In: Review your current status and address any immediate concerns.
Prior Year Review: Assess the previous year’s performance to identify successes and areas for improvement.
Prior Quarter Review: Examine recent quarterly results to adjust plans as needed.
Set Goals for the Coming Year: Define clear, actionable objectives for the year ahead.
Team Health & Organizational Checkup: Evaluate team dynamics and overall organizational processes to identify areas for improvement.
SWOT Analysis: Analyze strengths, weaknesses, opportunities, and threats to guide strategic planning.
V/TO Review: Revisit the Vision/Traction Organizer to ensure alignment with your core values and vision.
3-Year Picture: Outline long-term aspirations and develop an implementation plan to have you where you want to be in three years.
Conclusion: Summarize key points, finalize the plan, and outline the steps for implementation.
Interested in an Annual Planning Session?
Please contact us today! We look forward to working with you.